Purchases and Sales Made in Q4 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2024. The information is specifically focused on institutions that hold shares of INTUIT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 1.63% |
$6.62K - $7.77K
|
664
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-11- 2.34% |
$6.62K - $7.77K
|
459
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 2.59% |
$6.62K - $7.77K
|
413
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-12- 3.07% |
$7.22K - $8.48K
|
379
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-13- 2.73% |
$7.83K - $9.18K
|
464
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-14- 2.27% |
$8.43K - $9.89K
|
602
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-14- 0.49% |
$8.43K - $9.89K
|
2.83K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-15- 50.0% |
$9.03K - $10.6K
|
15
$8.68K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-15- 1.72% |
$9.03K - $10.6K
|
855
$495K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-15- 1.55% |
$9.03K - $10.6K
|
950
$550K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-15- 25.42% |
$9.03K - $10.6K
|
44
$25.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-15- 3.9% |
$9.03K - $10.6K
|
370
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-15- 0.09% |
$9.03K - $10.6K
|
16.2K
$9.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-15- 1.31% |
$9.03K - $10.6K
|
1.13K
$654K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-16- 0.75% |
$9.63K - $11.3K
|
2.11K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-16- 2.97% |
$9.63K - $11.3K
|
523
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-17- 6.39% |
$10.2K - $12K
|
249
$144K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-17- 0.19% |
$10.2K - $12K
|
8.98K
$5.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-18- 15.13% |
$10.8K - $12.7K
|
101
$58.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-19- 1.54% |
$11.4K - $13.4K
|
1.21K
$702K
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-19- 0.18% |
$11.4K - $13.4K
|
10.7K
$6.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-19- 3.24% |
$11.4K - $13.4K
|
568
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-19- 3.54% |
$11.4K - $13.4K
|
517
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-19- 0.22% |
$11.4K - $13.4K
|
8.47K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-20- 3.82% |
$12K - $14.1K
|
503
$291K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-20- 2.81% |
$12K - $14.1K
|
692
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 1.68% |
$12K - $14.1K
|
1.17K
$677K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-20- 2.49% |
$12K - $14.1K
|
782
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-20- 0.83% |
$12K - $14.1K
|
2.4K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-20- 1.58% |
$12K - $14.1K
|
1.24K
$720K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-20- 2.92% |
$12K - $14.1K
|
666
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21- 1.33% |
$12.6K - $14.8K
|
1.56K
$900K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 1.43% |
$12.6K - $14.8K
|
1.45K
$838K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-22- 15.49% |
$13.2K - $15.5K
|
120
$69.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-23- 2.15% |
$13.8K - $16.2K
|
1.05K
$605K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-23- 0.75% |
$13.8K - $16.2K
|
3.06K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.42% |
$14.4K - $17K
|
5.69K
$3.29M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-24- 0.03% |
$14.4K - $17K
|
69.4K
$40.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-24- 1.36% |
$14.4K - $17K
|
1.74K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-24- 2.54% |
$14.4K - $17K
|
922
$534K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.16% |
$15.1K - $17.7K
|
15.9K
$9.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-25- 7.2% |
$15.1K - $17.7K
|
322
$186K
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-25- 0.22% |
$15.1K - $17.7K
|
11.4K
$6.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-25- 0.81% |
$15.1K - $17.7K
|
3.07K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-25- 6.28% |
$15.1K - $17.7K
|
373
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-25- 3.62% |
$15.1K - $17.7K
|
665
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-26- 1.52% |
$15.7K - $18.4K
|
1.68K
$973K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-27- 2.12% |
$16.3K - $19.1K
|
1.25K
$723K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-27- 2.77% |
$16.3K - $19.1K
|
946
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-28- 0.85% |
$16.9K - $19.8K
|
3.27K
$1.9M
|